Member Info for CAW1

Still wonder why NN
Norilsk Nickel plans to construct a new copper refining facility in Monchegorsk that will produce 150,000tpa of copper, double the capacity of the closed shop, and use roasting-leaching-electroextraction technology.

Oh! may be lots of copper in the mines
'Four palladium, platinum, copper, nickel and cobalt open pit deposits, upon which Russian FS completed and reserves (according to the Russian standards) approved by the Russian State Committee of Reserves (GKZ).'
GLA

Mac, have a look at A1ex recent tweet and map - EUA have the keys to pretty much all of Monchegorsk now.
Happy days
GLA

Still up for sale and Rosgeo IMO must know who are buying or would not have done the JV at this time.
EUA will be bought and the buyer will have MT, WK+flanks and Tipil, new JV with 9 sites.
GLA

EUA have MT, WK and now purchased the rights to 9 mines. If they choose to mine then it is pay as you go. Well IMO
They have just stopped anyone getting their hands on the area for 2 years
GLA

I thought EUA were up for sale, not just MT and WK.
EUA just got a lot bigger and still for sale IMO
Whoever buys us buys the JV as well IMO
GLA

Invest showing 1.7m vol just gone through - could be a glitch
GLA

HI Mac - I have looked at the TPI file, still dated 19/03 so hopefully an update today
Only application on there in Murmansk Region is for 'Wolf Tundra Square' and is for platinum group metals, platinoids At the expense of own (including borrowed) funds of subsoil users without inclusion in the list of objects
Under consideration as of the 19th
GLA

Morning All,
Medium trades are zero for todays so far - forward sold numbers are 'pure' forward sold shares
GLA

TBTT - that does ring true, if your post was true why would JM partner with SS

Sibanye-Stillwater partners with Johnson Matthey to identify critical metals for a low-carbon future
‘PGMs, due to their unique properties, play a vital role in low-carbon technologies that will enable the path to net zero targets globally.’
https://www.iol.co.za/business-report/companies/sibanye-stillwater-partners-with-johnson-matthey-to-identify-critical-metals-for-a-low-carbon-future-5bc9b3fb-cc00-40fd-af2a-a21a9db27656
GLA

Nornickel has introduced the positions of Vice President for Investment Project Management and Vice President for Ecology and Industrial Safety to implement its most important programmes more efficiently.

The new appointees are tasked with strengthening the company’s development in its two most important strategic areas, those of investment and capital construction management and those of ecology and industrial safe

https://www.nornickel.com/news-and-media/press-releases-and-news/nornickel-strengthens-strategic-project-mamagement/type=news

GLA - they had better get a move on!

Anglo American Platinum CEO Natascha Viljoen told the event the company was "quite bullish" about the hydrogen economy and it was integral to Amplats' carbon-neutral roadmap.

"We are actively seeking new applications for our metals," she said according to the feed.

Sibanye-Stillwater CEO Neal Froneman said fuel cells would dominate the heavy vehicle market eventually but "diesel will still play a role for some time".
Platinum is traditionally used in diesel exhaust systems to reduce emissions.
Froneman said there was a clear indication FCEVs would dominate in China.

https://www.mining-journal.com/pgms/news/1407177/pgm-miners-now-%E2%80%98vastly-superior-investment-opportunity%E2%80%99-hambro
GLA

Nornickel
@NornickelGroup
·
19 Mar
Today, Nornickel met with representatives of the Kola Sámi community to discuss ways to support and preserve the Sámi language, culture, and traditional economic activities in the Murmansk region. The parties signed a preliminary agreement on a new wave of future cooperation.

Cooperation for what, some big holes to be dug in their back garden!
GLA

The Monchetundra project contains a state-approved reserve and resource of around 2mln ounces of palladium equivalent, with significant additional nickel and copper revenue streams.

NN
Next year, emissions will be limited to 22,000 tonnes, of which 8-9,000 (depending on the season) will be from the power plant, which also heats homes in Monchegorsk.

Nornickel plans to upgrade the plant and build a modern copper refining facility in the town with double the annual capacity – up to 150,000 tonnes – and higher environmental standards.
https://emerging-europe.com/news/nornickel-closes-monchegorsk-plant-as-it-ramps-up-environmentally-friendly-transition/
Wonder why
GLA

For the reason you just said imo
GLA

GLG - big seller there at the mo
GLA

Sniff of reversal
GLA

IMO though however are putting the trades in are corrupt to manipulate it.
Someone posted a great link a couple of days ago about UT manipulation.
GLA

CJ - just needs time to update, now 29.35
GLA

I don't think they have finished reporting on these big trades yet
2021-03-23T10:24:53.787 GBX 27.5 485000 133375 Off-Book AIMX LRGS
2021-03-23T09:32:32.717 GBX 27.185 500000 135925 Off-Book AIMX LRGS
2021-03-23T13:06:40.000 GBX 27.95 577595 161437.8025 Off-Book XOFF TNCP
2021-03-23T10:02:50.130 GBX 27.9 599216 167181.264 Off-Book AIMX LRGS

also late trade slipped through
22-Mar-21 16:37:34 27.894 785,000 Buy* 26 28 218.97k

GLA

Hi JT, with this share going no where as may have a little top up if we get to next ISA allowance before sale. Core shares locked and loaded.
However just trying to understand some of the tricks so that can recognize them in future SP fluctuations and timing when to invest.
I suppose in a nut shell if I see lots of these 3 trade blocks as shorts opening I will hold off investing as SP is going down.
If lots of these 3 blocks are shorts closing great time to buy in IMO.
Could have timed my buy ins on EUA a lot better and used my small trading pot better also to generate more of a holding.
Ultimately just trying to learn whilst I watch
GLA